User Guide | 2019.2

Modifying default fields in workflow event dialog boxes

You can change field labels and other information for default fields displayed in workflow event dialog boxes.

1. Click the Fields tab when you are adding or editing an event. See Adding workflow events and Editing workflow events.

Note:  To add or change custom fields, click the Custom tab. See Customizing workflow event fields and icons.

2. Select a field and click Edit.

The Edit Event Field dialog box opens.

3. Make any changes.

  • Name—Used as the event dialog box name and display name for the event in menus, items, and other areas.
  • Long label—Displayed in drop-down lists in various areas, such as filter restrictions, to identify the field. You may want to use the event name and field name to distinguish the field from other events with fields using same name. For example, Fix Resulting State identifies the Resulting State field for the Fix event.
  • Field code—Used in email templates, reports, and other areas to automatically generate item-specific information. For example, the %Z_FIXD% field code is replaced with the Date field value in a Fix event.

4. Click OK to save the changes.